If your business tracks numbers like project costs, totals, margins, or estimates inside your CRM, being able to calculate those values automatically can save time and reduce mistakes. With math operations now available in company and custom record workflows, you can keep important calculations inside the same process instead of handling them manually.

📌 Why This Matters

Small business owners often store important numeric data inside company records or custom records such as jobs, properties, projects, or orders. When your CRM can calculate those numbers during a workflow, you can keep records accurate, avoid repetitive data entry, and make faster decisions based on up-to-date information.

✨ What’s New

• Math operations in company workflows: You can now run calculations on numeric values connected to company records as part of an automated workflow.
• Math operations in custom record workflows: You can also calculate values tied to custom records, such as projects or jobs, and store the result for later workflow steps.
• Stored results for future actions: Once the calculation runs, the result can be used later in the workflow for updates, conditions, or follow-up actions.
• Same calculation behavior across workflows: The action works the same way as it does in other workflow types, making it easier to use across your CRM.

🛠️ How to Use It

1. Step 1: Open a company-based workflow or a custom record-based workflow in your CRM.
2. Step 2: Add the Math Operation action where you want the calculation to happen.
3. Step 3: Select the numeric values and choose the math operation you want to apply.
4. Step 4: Save the result and use it in the next steps of the workflow.
5. Step 5: Apply it to real business data, such as adding labor and material costs to calculate a total project value.

💡 Pro Tip

Use automated math inside project, order, or company workflows to keep totals current, so your team can quote faster and protect profit on every job.